Diana Wong, Managing Director-One Pacific Financial LLC

Diana Wong, Managing Director-One Pacific Financial LLC In considering any career change, many questions may arise, such as: What will be my responsibilities? How will I be trained? How will I be compensated?

The answers to these questions depend on many factors. When you sell insurance or financial services, you're not merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when

you see the difference that can make, it's more fulfilling than you might imagine. Agents with the Guardian insurance provide very intimate services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives.

Starting out in your career? These tips can help you figure out how to manage your finances
06/11/2026

Starting out in your career? These tips can help you figure out how to manage your finances

If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about

Are you ready for school—again?
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Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Ever heard of a Roth 401(k)? Would one be right for you?
06/04/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

10 tips that can head-off marriage money problems.
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10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Whether you’re a casual content creator or starting to turn your side hustle into something more, making money on social...
05/28/2026

Whether you’re a casual content creator or starting to turn your side hustle into something more, making money on social media can be exciting. But if you treat every check like it’s a jackpot, it won’t last. Here are tips for managing your social me

Learn ways to protect and grow the money you’ve made on social media

Do you know how missing the best and worst market days might affect your portfolio?
05/25/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Doing some home improvement?  There's one item that most homeowners overlook when undertaking remodeling projects.
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Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/18/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

FDIC insurance was designed to protect your deposited funds, but do you know how?
05/14/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

A strategy that can help your retirement go a long way.
05/11/2026

A strategy that can help your retirement go a long way.

Address

910 E Hamilton Avenue , Suite 150
Campbell, CA
95008

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14085796696

Website

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